|
276
|
SageView Advisory Group
Newport Beach,
California
|
$2.53M
|
-$2.01M
|
-41,288
|
Closed
|
|
|
277
|
|
$2.53M
|
+$2.04M
|
+41,907
|
+451%
|
|
|
278
|
Alterna Wealth Management
Houston,
Texas
|
$2.52M
|
+$240K
|
+4,937
|
+11%
|
|
|
279
|
Skyline Advisors
Bellingham,
Washington
|
$2.52M
|
+$2.49M
|
+51,057
|
New
|
|
|
280
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.49M
|
+$778K
|
+15,981
|
+46%
|
|
|
281
|
Arax Advisory Partners
Denver,
Colorado
|
$2.48M
|
+$176K
|
+3,611
|
+8%
|
|
|
282
|
Traveka Wealth
Los Altos,
California
|
$2.48M
|
+$2.44M
|
+50,164
|
New
|
|
|
283
|
Lodestone Wealth Management
Spokane,
Washington
|
$2.42M
|
+$2.39M
|
+49,096
|
New
|
|
|
284
|
Keel Point
Huntsville,
Alabama
|
$2.4M
|
+$5.99K
|
+123
|
+0.3%
|
|
|
285
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.39M
|
-$2.87M
|
-59,026
|
-55%
|
|
|
286
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.39M
|
-$2.87M
|
-59,026
|
-55%
|
|
|
287
|
Wealthspire Advisors (New York)
New York
|
$2.34M
|
+$440K
|
+9,040
|
+24%
|
|
|
288
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.34M
|
-$4.75M
|
-97,600
|
-67%
|
|
|
289
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.3M
|
-$289K
|
-5,935
|
-11%
|
|
|
290
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.28M
|
+$100K
|
+2,060
|
+5%
|
|
|
291
|
HSBC Holdings
London,
United Kingdom
|
$2.27M
|
+$670K
|
+13,759
|
+43%
|
|
|
292
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.26M
|
-$231K
|
-4,741
|
-9%
|
|
|
293
|
Advisory Services & Investments
Bend,
Oregon
|
$2.24M
|
+$1.46M
|
+30,058
|
+195%
|
|
|
294
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$2.24M
|
+$2.21M
|
+45,450
|
New
|
|
|
295
|
Applied Capital
Little Rock,
Arkansas
|
$2.24M
|
-$27.5K
|
-565
|
-1%
|
|
|
296
|
Ancora Advisors
Cleveland,
Ohio
|
$2.23M
|
+$449K
|
+9,228
|
+26%
|
|
|
297
|
McLean Asset Management
Tysons,
Virginia
|
$2.19M
|
+$836K
|
+17,179
|
+62%
|
|
|
298
|
Natixis Advisors
Boston,
Massachusetts
|
$2.18M
|
+$209K
|
+4,286
|
+11%
|
|
|
299
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.17M
|
-$541K
|
-11,116
|
-20%
|
|
|
300
|
Stone Summit Wealth
Miami,
Florida
|
$2.16M
|
+$171K
|
+3,521
|
+9%
|
|
